LendingWise Integrations

Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier.

HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot CRM is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot CRM includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.

Plaid is a global data network that powers the tools millions of people rely on to live a healthier financial life. Our ambition is to facilitate a more inclusive, competitive, and mutually beneficial financial system by simplifying payments, revolutionizing lending, and leading the fight against fraud. Plaid works with over 8,000 companies including fintechs like Venmo and SoFi, several of the Fortune 500, and many of the largest banks to empower people with more choice and control over how they manage their money. Headquartered in San Francisco, Plaid’s network spans over 12,000 institutions across the US, Canada, UK and Europe.

Salesforce helps sales teams accelerate their performance and achieve their goals. Salesforce is the world's most-used CRM, and so much more. With Salesforce, teams get access to tools that allow them to grow their accounts, find new customers, and close deals—faster and from anywhere. It offers a wealth of features that include contact management, opportunity management, lead management, email integration, reports and dashboards, sales forecasting, files sync and share, and so much more. Spend less time digging around in spreadsheets and more time running your business. No hardware, no software, no hassle. Our simple setup assistant will have you streamlining sales and answering customer questions in just minutes. Give buyers seamless, personalized experiences by connecting data across sales, service, and marketing. See a complete view of the customer — their account, activity history, and connections. Pull in social data for a deeper view of your customers.

Zoho CRM delivers a basic and clean interface layout that has a variety of unique features that drive to help lead conversion rates. With an intuitive dashboard, the CRM can run 'macros' to streamline how a lead is contacted and tracked through the process of a sales. Administrators can monitor missed opportunities and best performing agent users, and also make business-impacting decisions using the sales report function.

Kinective’s OmniConnect platform allows financial executives to truly connect to banking’s future by bridging the gap between legacy systems and modern digital services through turnkey, fintech integrations across multiple use cases including loan origination, account origination, payments, mobile applications, CRMs, and more. With over 80+ Fintech's integrated to 40+ Cores, our connectivity solutions provide true choice to transform at a chosen pace without extensive internal development resources, while being able to choose a best-of-breed versus best-of-suite transformation strategy. Even further, our connections aren’t limited to a specific subset, as our intent is to provide true choice and access with the most comprehensive connective ecosystem of use cases, channels, and cores.

Connect your apps and automate workflows. Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work. Link your web apps with a few clicks, so they can share data. Pass info between your apps with workflows called Zaps. Build processes faster and get more done—no code required. Discover how Zapier makes automation accessible to everyone. Stick with the tools that work for you. Zapier connects more web apps than anyone, and we add new options every week. We integrate with apps such as Facebook Lead Ads, Slack, Quickbooks, Google Sheets, Google Docs, & many more! Our editor was made for do-it-yourself automation. Set up Zaps without developer help. Use Zapier’s built-in apps to create powerful workflows without using separate services. More than 3 million people rely on Zapier to take care of their tedious tasks.

Accelerate your business growth with Dynamics 365, the next generation of CRM and ERP applications. Unify your data. Get predictive insights. Achieve amazing results. Make smarter decisions. Take actions that drive your business. Find and build stronger relationships. Improve productivity and performance. Get a single view of customers. Find and nurture the right leads. Create connected customer experiences. Stay on top of market trends. Deliver positive customer experiences—faster. Optimize resources and help technicians be more efficient. Reduce operational costs. Redefine your traditional global financial management. Automate processes to increase efficiency. Decrease operational expenses and financial complexities. Move from reactive to predictive operations. Automate and simplify your manufacturing and supply chain management. Maximize the life of your assets. Unify your physical and digital commerce. Build brand loyalty through personal engagement. Exceed customer expectations.

Whether you're looking for compute power, database storage, content delivery, or other functionality, AWS has the services to help you build sophisticated applications with increased flexibility, scalability and reliability. Amazon Web Services (AWS) is the world’s most comprehensive and broadly adopted cloud platform, offering over 175 fully featured services from data centers globally. Millions of customers—including the fastest-growing startups, largest enterprises, and leading government agencies—are using AWS to lower costs, become more agile, and innovate faster. AWS has significantly more services, and more features within those services, than any other cloud provider–from infrastructure technologies like compute, storage, and databases–to emerging technologies, such as machine learning and artificial intelligence, data lakes and analytics, and Internet of Things. This makes it faster, easier, and more cost effective to move your existing applications to the cloud.

To survive and succeed in today’s mortgage market, you need a streamlined and optimized sales process. Velocify®, a part of the ICE Mortgage Technology™ Platform, puts sales automation to work to keep your team organized and focused on activities that drive more business. Streamline and enforce your unique sales process within Salesforce so your sales leaders, Salesforce admins, and loan officers can focus on growing the business and closing more loans. Your Salesforce environment will instantly become a powerful sales prospecting, closing, and reporting engine. Are you ready to increase your lead conversion rates by up to 400%? Retrieve mortgage leads from over 1,400 integrated lead sources, automatically distribute new leads and reassign unworked leads, prioritize all sales communications, and create customized sales workflows so all leads are acted upon. Respond faster to high-priority leads, sell smarter, and close more loans.

Aloware is a contact center that supports calls and SMS/MMS and works with the most popular CRMs. Be it contact center, sales dialers, or call tracking, we have gathered a full suite of customer engagement tools in one app. From support agents to sales reps to marketers, your team will love a centralized customer conversation hub.

Groundbreaking solutions to buy, sell, and finance homes. Improve and accelerate your business with the gold standard in valuations. Our powerful technologies combine artificial intelligence and image recognition to extract actionable insights from a sea of real estate information. As a valuation-focused real estate brokerage, we provide coverage of millions of residential properties to help our clients identify and transact on properties quickly and wisely. We train our valuation models with decades of in-depth data to power highly accurate valuation products that serve the entire real estate ecosystem. We have assembled the most comprehensive dataset in the residential real estate industry, drawing from over 200 individual databases. Combined with our sophisticated machine learning models, which understand the relationships between property value drivers, we can determine the current and future valuations for 100 million residential properties.

With Envestnet Analytics, you can transform data into actionable insights. Apply advanced analytics tools to a comprehensive set of data to uncover practice and portfolio trends and business advantages. Firms can address key drivers to their business, identify current risks, and find their best growth opportunities. Through the Envestnet Enterprise Portal, firms can access robust data intelligence dashboards to help them better navigate and manage their business. With Envestnet Analytics capabilities, they can leverage powerful tools that give them insight into what their advisors are doing--like seeing who their high performers are and what products and programs they're utilizing. They can identify areas where there's need for improvement and professional development. And, they can track asset growth, spot product trends, and see how their firm compares to others in the Envestnet universe.

View the credit report and score of prospective clients or personal connections who have given you approved access. Perhaps you are a landlord evaluating a tenant, an attorney assisting a client or a parent giving advice to your child. When you view someone's credit report and score through Experian, you can be sure you are seeing their information directly from the credit bureau and not from a fax, scanned copy or printout. Consumers will be able to securely authorize connections to view their credit report and score. This may eliminate manual paperwork and save you time – now decisions may be made quickly.

CoreLogic modernizes the global property & casualty insurance industry with flexible, collaborative and secure claims estimate technologies. We create world-class experiences that simplify business and improve lives. Claims Connect™ from CoreLogic® streamlines the claims process for everyone involved through an integrated digital ecosystem. Transform your workflow so your customer’s claims are resolved efficiently and more accurately. All your information is securely stored in one platform and accessible by everyone working on the claim. No more switching between different software to edit and review claim information. Create estimates or make changes within Claims Connect and it automatically syncs so that everyone can see the changes instantly. Keeping everyone involved in the claims process up to date with the information they need, when they need it, will make your claims resolutions simpler, faster, and more efficient.

The more you know about your customers, prospects and markets, the better you can target your audience and match them with the most meaningful products and offers. B2B Marketing Compass can help you gain greater market insights needed by enriching and analyzing your business customer data to produce strategic information across critical areas: ideal customer profile, market segmentation /penetration and new prospecting lists. This powerful tool provides fresh, new marketing information about your business customers and prospects, along with detailed marketing analytics to help align your strategy with qualified, lucrative audiences, increase your marketing ROI, expand your market reach and efficiently grow revenue, with less risk.

CoreLogic Listing Management Platform (Matrix) delivers the same speed and reliability you’ve come to expect—but now with usability taken to the next level. We’ve modernized the CoreLogic Listing Management Platform (Matrix) UI while ensuring the trusted framework used by nearly one million members remains. And with OneHome™, your members can now collaborate with their clients in exciting new ways—from enhanced home search to a marketplace of mortgage, insurance, and home improvement providers with broker and agent recommendations. We are enabling better decisions, quicker closes, happier clients, and more referrals. Now, your members can help clients Find, Buy, and Protect the home of their dreams.